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Owner/chief Compliance Officer · Transparent Wealth Consulting LLC

Colleen F. Knapp

CRD 847427 · Named on Form ADV at one SEC-registered adviser

At a glance

Transparent Wealth Consulting LLC, an SEC-registered wealth manager based in New York, NY with $44 million in regulatory assets, lists Colleen F. Knapp on its Form ADV as Owner/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Colleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.